This article explains what the response form is and what types of questions are available in the Form tab of Template Designer.
Prerequisites
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The response form is a collection of questions that are attached to a smart template. The response form will be presented to the end-user when generating a document in order to provide the additional input required to create the document. Creating questions can be done through the response form available in the Form tab of Template Designer. Once the response form is created, the questions can be used through the Template tab with smart fields or through the Advanced tab with the template settings and properties.
For example, when creating a letter document, the user will input the recipient information and the letter specifications:
Supported types of questions
There are several types of questions that can be added to the response form:
| Type | Description |
|---|---|
| Text | Allows a user to type free text as input. |
| Date | Allows a user to select a date from a calendar. |
| Number | Allows a user to only enter numbers as input. |
| Dropdown | Allows a user to select a data source item from a dropdown list |
| Flexible dropdown | Allows a user to select a data source item from a dropdown list or type free text as input. |
| Data connector | Allows a user to select an external data source item from a dropdown list |
| Checkbox | Allows a user to answer a question by checking or unchecking a checkbox. |
| Header | Adds a header to the response form. For example to divide questions in separate sections. |
| Description | Adds a description to the response form. |
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